Training Provider CRM lets you manage multiple Engagements for all your Corporate or Retail customers in one place. This way, you can see the complete engagement history for a customer in a centralized location with all crucial information like how many times and when they have purchased training from you, who is the contact person for each of the corporate engagements, etc.

The CRM for Training Provider lets you manage multiple Enrolments for one Engagement. In the case of a Retail Customer, one individual might purchase multiple training courses bundled together. In this case, each course they are opting for will be an Enrolment. In the case of a Corporate Customer, a Company might purchase training courses for multiple employees. Here, each employee will be a unique Enrolment.

With the Training Provider CRM in place, you can now create Batches for all your Live Training Courses. You can create a start date, end date, define class timing and enrolment capacity for each batch. As you keep enrolling students for a batch, the system lets you know the balance capacity as well, so you don’t end up overbooking for your classroom training. You can tag instructors with each Batch and send class reminders to students as well.

The CRM for Training Provider uses Zoho Writer to create beautiful Certificate Templates. Once a student completes a course, you can generate a gorgeous Certificate with a click of a button. You can either use one Certificate Template or create multiple Course-specific Templates. Once you generate the certificate, you can send the same to the student from the CRM itself.

The Training Provider CRM comes with tons of pre-built reports and dashboards that make your data more readable and help you stay on top of your business. You can decide to place the most important dashboards right on the Home Page of your CRM. What’s more, the Home Page dashboards can be customized for each user.